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Renewal Price Increase Email Draft

by recued-core v1 context

Calculates price increase percentage from deal fields and drafts a professional renewal email with value justification. Hashes contact name before AI processing.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ contacts deal-contacts-hubspot
Fetch contacts from hubspot
▼
Process (14 steps)
⚠ guard_deal guard
Stop if deal is missing
⚠ guard_existing_null guard
Stop if deal amount is missing
⚠ guard_existing_non_positive guard
Stop if deal amount is at most
⚠ guard_proposed_null guard
Stop if deal custom fields proposed renewal value is missing
⚠ guard_proposed_non_positive guard
Stop if deal custom fields proposed renewal value is at most
■ increase_amount math
Calculate deal custom fields proposed renewal value minus deal amount
■ increase_percentage math
Calculate increase amount divided by deal amount
skip: step.deal.amount equal 0
■ increase_percent_scaled math
Calculate increase percentage times 100
■ email_context pick
Keep only specific fields from
■ hashed_context hash_replace
Anonymize sensitive fields for safe AI processing
✦ ai_draft ai-prompt
AI generates a response from a custom prompt
skip: config.enable_ai equal false
■ restored_draft hash_restore
Restore anonymized fields back to real values
skip: step.ai_draft is_null
■ formatted_increase template
Generate text from a template
■ metrics to_summary
Format results as a summary card
▼
Output
summary metrics
ai_analysis restored_draft

Settings (1)

Configurable at install. Defaults shown — change anytime in the extension.

enable ai toggle = on

Tags

hubspot dealrenewalemailhubspot

Details

16 steps 1 configurable settings recipe_id: draft-renewal-email-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy draft-renewal-email-hubspot and paste it after pairing.